Inforce Policy Specialist

3 weeks ago

Halifax, Canada Manulife Full time

**_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. _**

**Working Arrangement**

Hybrid

Reporting to the Manager in Affinity Markets, this position is primarily responsible for processing transactions that vary in level of complexity.

**Responsibilities**:

- Reviewing and/or processing incoming transactions in a timely and accurate manner
- Having extensive knowledge of Indvidual Insurance and/or Affinity Markets (includes products, systems and a basic understanding of all other areas of Policy Owner Services)
- Working with teams across locations to achieve dynamic volumes and service standards
- Contributing to enhanced departmental efficiency by identifying process improvements and enchancements
- Demonstrating a positive approach to problem solving
- Work closely with other areas and locations of POS to ensure policies and procedures are being followed. Keep up to date with all changes in procedures and documentation.
- Participate in on-going training. Provide assistance on other functions handled within the Department. Be actively involved in the continuous improvement of all processes and procedures.
- Identify and contribute to process improvement initiatives in order to determine ways of processing more efficiently and effectively.

**How will you create impact?**

Role reports to the Manager of Policy Service and impact is to service inforce customers by providing prompt and professional handling of all client and advisor requests..

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.

**What we are looking for**
- College diploma or related business experience
- Solid knowledge of Manulife’s Compliance and Privacy guidelines
- Proficient knowledge of MS Office i.e. Word, Excel.
- Able to work independently, with a minimum of direct supervision
- Demonstrated decision making skills
- Self starter with great initiative and attention to detail
- Strong interpersonal and communication (written & verbal) skills
- Works well in a fast paced environment
- Responds to challenges and opportunities in a positive and productive manner
- Good mathematical aptitude and organizational skills with the ability to multitask
- Strong customer service skills
- System, product and procedural knowledge
- Strong team player with the ability to collaborate between departments and other locations
- Bilingual (French/English) will be an asset
- Consistently meet or exceed productivity, quality and service standard objectives.
- Manage workload within the environment of dynamic volumes and tight deadlines.
- Multi-task and prioritize to maintain workload and to address urgent/rush cases.
- Demonstrate flexibility and adaptability in a rapidly changing environment.
- Maintain effective, courteous, prompt and professional communication (written or phone) with internal, external clients, sponsors, agents and brokers.
- Demonstrate ownership and accountability of managing requests in a proactive rather than reactive manner.

**Our commitment to you**
- Values-first culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity -We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
- We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
- We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship -We build a business that benefits all stakeholders and has a positive social and environmental impact.

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

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